We are live on ! Find out more
BCM

Bluefin Capital Management Portfolio holdings

AUM $103M
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$567M
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$12.7M
3
+$9.52M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$8.15M
5
F icon
Ford
F
+$6.36M

Top Sells

1
+$75.7M
2
+$64.6M
3
+$51.6M
4
EXEEW
Expand Energy Corp Class A Warrants
EXEEW
+$46.5M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$17.8M

Sector Composition

1 Energy 8.52%
2 Financials 5.21%
3 Consumer Discretionary 5.18%
4 Communication Services 4.33%
5 Healthcare 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
0
377
– –
0
378
– –
0
379
– –
-16,875
380
– –
-36,300
381
– –
-237,956
382
– –
-5,505
383
– –
-1,850
384
– –
-40,798
385
– –
-12,632
386
– –
0
387
– –
0
388
– –
-18,720
389
– –
-5,604
390
– –
-12,088
391
– –
0
392
– –
0
393
– –
0
394
– –
-17,018
395
– –
-36,931
396
– –
0
397
– –
-12,999
398
– –
0
399
– –
0
400
– –
-51,934
14 15
16
17 18